EPISODE · Sep 29, 2023 · 17 MIN
RenMac Off-Script: Cracking Gold
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
The RenMac team discusses why hiking is harder for the Fed, the danger of focusing on headlines rather than data, cracks in gold, well-behaved BBB spreads, why a rally without beta is troublesome, more motion than progress on avoiding a gov’t shutdown, and the politics of replacement regarding the Senate seats for Feinstein and Menendez.
What this episode covers
The RenMac team discusses why hiking is harder for the Fed, the danger of focusing on headlines rather than data, cracks in gold, well-behaved BBB spreads, why a rally without beta is troublesome, more motion than progress on avoiding a gov’t shutdown, and the politics of replacement regarding the Senate seats for Feinstein and Menendez.
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RenMac Off-Script: Cracking Gold
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